Review knowledge base questions with better contact context
Start from an intake webhook, check the supplied contact data with Addressfinder, then bring back Conveyor knowledge base questions for a focused review report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Knowledge Base Questions
Retrieves questions stored in the knowledge base.
Why this helps
Reviewing product questions and contact context in separate steps adds friction to a busy team's intake process.
- Check contact data while reviewing Conveyor knowledge questions.
- Bring the returned questions into a single Notis run report.
- Reduce app switching during customer or prospect intake.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the question review.
- 3Tell Notis to check the submitted address, email, and phone with Addressfinder, retrieve Conveyor knowledge base questions, and summarize the results together.
- 4Choose the webhook trigger and connect the intake source to the endpoint.
- 5Choose a report channel, then test with one real intake and review the returned questions and contact checks.
Questions about this workflow
Does this submit answers to the requester?
No. The Conveyor action retrieves knowledge base questions. It does not submit answers or send a response.
What happens if the webhook has no contact details?
Notis can still retrieve the questions, but Addressfinder cannot check details that were not supplied. State how the automation should handle missing contact data in its instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Conveyor. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Deletes a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Permanently deletes a folder; this cannot be undone.
Get all access groups
Retrieves all access groups for a program.
Get Authorization Request
Retrieves details about an authorization request.
Get authorizations
Retrieves Trust Center authorizations; a valid API token is required.
Get Authorization Requests
Retrieves authorization requests.
Get all Conveyor connections
Retrieves all connections.
Get all Conveyor documents
Retrieves all documents from the trust center.
Connect any two apps with Notis in the middle.
Addressfinder and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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